The way we manage money looks different for everyone, but as our lives become more complex, we likely have more questions than answers on what we should do with our money. This season, our guests have concerns ranging from retiring early, to affording IVF and raising a child with special needs.
No matter where you are with your finances, you don’t have to navigate them alone. Our Financial Advisors show once again that a little guidance can go a long way. Join us to hear how a conversation can turn concern into confidence, hosted by Morgan Stanley Wealth Management’s Jamie Roô.
For more information visit morganstanley.com/mymoney
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This material has been prepared for educational purposes only. It does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. Morgan Stanley Smith Barney LLC (“Morgan Stanley”) recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a Morgan Stanley Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will be acting in an investment advisory capacity with respect to the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley Smith Barney LLC or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
FCS Portfolio Awards 2025 – Gold
Source: Financial Community Society Portfolio Awards (May 2025) 2025 FCS Portfolio Awards. The Portfolio Awards competition recognizes creative excellence in marketing communications work from financial companies, with Gold, Silver and Bronze trophies awarded for Branded Content. This year’s panel comprised 51 industry experts from financial firms and communications agencies. Morgan Stanley Smith Barney LLC is not affiliated with Financial Communications Society. For more information, see https://thefcs.org/portfolio-awards. ©2025 Morgan Stanley Smith Barney LLC. Member SIPC.
FCS Portfolio Awards 2025 – Bronze
Source: Financial Community Society Portfolio Awards (May 2024) 2024 FCS Portfolio Awards. The Portfolio Awards competition recognizes creative excellence in marketing communications work from financial companies, with Gold, Silver and Bronze trophies awarded for Branded Content. This year’s panel comprised 49 senior executives from financial firms and communications agencies. Morgan Stanley Smith Barney LLC is not affiliated with Financial Communications Society. Morgan Stanley Smith Barney LLC has not paid a fee for this listing. For more information, see https://thefcs.org/portfolio-awards. ©2025 Morgan Stanley Smith Barney LLC. Member SIPC.
Shorty Awards Finalist 2024
Source: Shorty Impact Awards (May 2025) 2025 Annual Shorty Impact Awards. The Shorty Awards winners and honorees, including Finalists, Gold, Silver, and Bronze Honorees; are chosen by the Real Time Academy. The decision is made based on three main criteria: purpose/impact, creativity, strategy & execution, and engagement. Morgan Stanley Smith Barney LLC is not affiliated with the Shorty Impact Awards. Morgan Stanley Smith Barney LLC has not paid a fee for this listing. For more information, see https://shortyawards.co
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